Junior Client Success Specialist (Remote)
RainFocus
- Location
- United States
- Work style
- Remote only
- Job type
- Full time
- Posted
- Sep 30
- 20 days ago
Career path
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About the company
RainFocus
Computer software · 201 to 500 employees
RainFocus cares about its employees, customers, and the world in which we live. Our rapidly-growing team serves Fortune 500 companies like Adobe, Cisco, IBM, Oracle, VMware, and others to prepare and execute in-person, virtual, and hybrid events, across the world. Those events are delivered through our industry-disrupting software platform, with groundbreaking business intelligence, to elevate the attendee experience, streamline event operations, and accelerate marketing results. We are well-funded, growing fast, and building a company that is changing the market — it will be challenging, fun and exciting.
What you'll do
- B2A Management & Auditing (Primary Focus - ~80%)
- Creation & Maintenance: Partner with Client Success Management Leadership to create and keep up-to-date B2A documentation for new and existing accounts.
- Accuracy Audits: Perform regular, structured audits of B2As to ensure alignment with active client contracts, scope changes, and deliverable schedules.
- Compliance Tracking: Monitor deliverable completion against agreed-upon B2A milestones and flag discrepancies or potential risks to CSM Leadership.
- Asset Organization: Keep central repositories, knowledge bases, and CSM tools organized and aligned with current B2A standards.
- Workflow Auditing: Audit recurring administrative tasks across the CSM team (e.g., account health updates, account health scores, recurring weekly administration) to maintain quality control.
- Process Standardization: Identify gaps in administrative routines and recommend streamlined templates, checklists, or procedural improvements.
- Reporting & Tracking: Maintain weekly and monthly operational scorecards detailing B2A completion rates and team administrative compliance.
- Team Support: Assist CSM team members with ad-hoc administrative tasks and cross-functional handoffs as needed.
- Support other reporting/analysis areas including: Post-Conference dashboard audits/prep, Salesforce reports/dashboard creation and maintenance, Risk report analysis.
What you need
- Education & Experience:
- Bachelor’s degree or equivalent professional experience.
- 1-2 years of experience in an analytical, customer service, or administrative role.
- Technical Skills:
- Proficiency with standard office productivity tools (Microsoft Office Suite, Google Workspace).
- Familiarity with CRM systems (e.g., Salesforce) is a plus.
- Strong Excel / Google Sheets skills (data entry, basic formulas, filtering, and cross-referencing).
- Core Competencies:
- Exceptional Attention to Detail: High standard for accuracy when auditing documentation and data.
- Analytical Mindset: Comfortable reading through contracts or agreements and mapping them to internal operational tasks.
- Communication: Clear, concise written and verbal skills for coordinating across CSM leadership and Sales Directors.
- Time Management: Able to prioritize tasks, meet recurring audit deadlines, and manage competing priorities independently.
Key skills
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